Purefi Wealth, LLC Top Holdings and 13F Report (2026) About Purefi Wealth, LLCInvestment ActivityPurefi Wealth, LLC has $182.07 million in total holdings as of June 30, 2026.Purefi Wealth, LLC owns shares of 208 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 14.62% of the portfolio was purchased this quarter.About 6.91% of the portfolio was sold this quarter.This quarter, Purefi Wealth, LLC has purchased 188 new stocks and bought additional shares in 111 stocks.Purefi Wealth, LLC sold shares of 44 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $8,681,590WALMART INC $6,874,484Stryker $6,723,821Apple $6,006,381Microsoft $4,734,232 Largest New Holdings this Quarter 30233Q108 - EXXON MOBIL CORP $1,714,742 Holding464287622 - iShares Russell 1000 ETF $696,560 Holding512807306 - LAM RESEARCH CORP $567,229 Holding500767363 - KRANESHARES TRUST $560,900 Holding231021106 - Cummins $544,179 Holding Largest Purchases this Quarter EXXON MOBIL CORP 12,542 shares (about $1.71M)iShares Core S&P 500 ETF 1,817 shares (about $1.36M)Alphabet 3,407 shares (about $1.20M)iShares Russell 1000 ETF 1,701 shares (about $696.56K)iShares Russell 1000 Growth ETF 5,313 shares (about $659.72K) Largest Sales this Quarter WALMART INC 6,629 shares (about $750.81K)Johnson & Johnson 2,121 shares (about $538.67K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 7,613 shares (about $400.42K)BLACKROCK ETF TRUST 6,510 shares (about $343.21K)Travelers Companies 865 shares (about $285.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPurefi Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$8,681,590$1,360,687 ▲18.6%11,5934.8%ETFWALMART INC$6,874,484$750,807 ▼-9.8%60,6963.8%COMSYKStryker$6,723,821$3,148 ▲0.0%21,3563.7%HealthcareAAPLApple$6,006,381$301,231 ▲5.3%20,7573.3%TechnologyMSFTMicrosoft$4,734,232$267,075 ▼-5.3%12,6922.6%TechnologyAVGOBroadcom$4,696,607$37,398 ▲0.8%12,4332.6%TechnologyNVDANVIDIA$4,202,648$633,879 ▲17.8%21,0042.3%TechnologySPYSPDR S&P 500 ETF Trust$3,962,515$269,594 ▼-6.4%5,3062.2%ETFAMZNAmazon.com$3,811,142$15,254 ▼-0.4%15,9902.1%Consumer DiscretionaryGOOGAlphabet$3,679,040$1,203,850 ▲48.6%10,4122.0%Communication ServicesTSMTaiwan Semiconductor Manufacturing$3,478,620$113,662 ▲3.4%7,2841.9%TechnologyBINCiShares Flexible Income Active ETF$3,073,607$629,858 ▲25.8%58,7241.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,008,634$176,486 ▲6.2%44,2381.7%ETFLLYEli Lilly and Company$2,528,398$20,390 ▲0.8%2,1081.4%HealthcareFBCGFidelity Blue Chip Growth ETF$2,320,912$36,831 ▲1.6%37,3681.3%ETFGOOGLAlphabet$2,270,014$117,932 ▲5.5%6,3521.2%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$2,067,755$188,059 ▲10.0%20,8911.1%ETFJPMJPMorgan Chase & Co.$2,006,719$105,393 ▲5.5%6,1311.1%FinanceJNJJohnson & Johnson$1,896,902$538,670 ▼-22.1%7,4691.0%HealthcareJAVAJPMorgan Active Value ETF$1,856,759$250,538 ▲15.6%23,3821.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,851,196$30,650 ▼-1.6%22,3471.0%ETFCAPITAL GRP FIXED INCM ETF T$1,802,301$3,905 ▲0.2%68,3081.0%SHORT DURATION MIEFAiShares Core MSCI EAFE ETF$1,776,771$330,012 ▲22.8%18,3971.0%ETFHDHome Depot$1,754,822$277,894 ▲18.8%4,9761.0%Consumer DiscretionaryASMLASML$1,748,718$336,215 ▲23.8%8791.0%TechnologyEXXON MOBIL CORP$1,714,742$1,714,742 ▲New Holding12,5420.9%COMAMDAdvanced Micro Devices$1,690,448$95,850 ▲6.0%2,9100.9%TechnologyBLACKROCK ETF TRUST$1,656,146$343,207 ▼-17.2%31,4140.9%ISHARES A I INNOVYMVanguard High Dividend Yield ETF$1,591,188$9,798 ▲0.6%10,0690.9%ETFUNHUnitedHealth Group$1,555,594$196,995 ▲14.5%3,7430.9%HealthcareMETAMeta Platforms$1,548,296$555,900 ▲56.0%2,7490.9%Communication ServicesABBVAbbVie$1,316,580$40,514 ▲3.2%5,2320.7%HealthcareIWMiShares Russell 2000 ETF$1,315,418$43,567 ▲3.4%4,3780.7%ETFFTECFidelity MSCI Information Technology Index ETF$1,289,3940.0%4,5150.7%ETFXLKTechnology Select Sector SPDR Fund$1,280,2940.0%6,7200.7%ETFTCW TRANSFORM ETF TRUST$1,209,926$161,938 ▼-11.8%9,8400.7%TRANSFORM SYSTEMETNEaton$1,202,511$30,681 ▼-2.5%2,8220.7%IndustrialsVVisa$1,201,158$78,568 ▲7.0%3,5010.7%FinanceTTACFCF US Quality ETF$1,187,790$110,502 ▲10.3%13,8340.7%ETFMUBiShares National Muni Bond ETF$1,167,918$159,173 ▼-12.0%10,8520.6%ETFEFViShares MSCI EAFE Value ETF$1,147,193$120,568 ▼-9.5%14,9860.6%ETFCSCOCisco Systems$1,060,076$61,901 ▲6.2%9,0250.6%TechnologyPNCThe PNC Financial Services Group$1,055,053$309,745 ▲41.6%4,2850.6%FinanceADIAnalog Devices$1,018,741$40,909 ▲4.2%2,5650.6%TechnologyNEENextEra Energy$1,011,549$93,826 ▼-8.5%11,5250.6%UtilitiesQQQInvesco QQQ$975,391$31,654 ▲3.4%1,3250.5%ETFEQLALPS Equal Sector Weight ETF$913,730$21,189 ▲2.4%18,1120.5%ETFMRVLMarvell Technology$889,202$196,607 ▼-18.1%2,9850.5%TechnologyIWFiShares Russell 1000 Growth ETF$879,620$659,715 ▲300.0%7,0840.5%ETFAPOApollo Global Management$868,514$504,356 ▲138.5%7,3410.5%FinanceWMBWilliams Companies$866,284$5,352 ▲0.6%11,6530.5%EnergyGE VERNOVA INC$815,353$158,606 ▲24.2%6940.4%COMADPAutomatic Data Processing$814,058$13,661 ▲1.7%3,6350.4%IndustrialsAB ACTIVE ETFS INC$803,663$180,872 ▲29.0%15,3870.4%EMERGING MKTS OPTSLATesla$801,664$224,180 ▲38.8%1,9060.4%Consumer DiscretionaryPFFiShares Preferred and Income Securities ETF$770,865$121,958 ▲18.8%25,2830.4%ETFIVWiShares S&P 500 Growth ETF$764,804$11,690 ▼-1.5%5,5610.4%ETFVXFVanguard Extended Market ETF$753,232$73,870 ▼-8.9%3,0590.4%ETFVEAVanguard FTSE Developed Markets ETF$751,972$238,117 ▲46.3%10,5540.4%ETFLINDE PLC$737,414$17,125 ▼-2.3%1,4210.4%SHSCOSTCostco Wholesale$729,886$23,394 ▲3.3%7800.4%Consumer StaplesIYWiShares U.S. Technology ETF$722,596$111,731 ▼-13.4%2,8650.4%ETFFALNiShares Fallen Angels USD Bond ETF$704,565$54,480 ▲8.4%25,8650.4%ETFIWBiShares Russell 1000 ETF$696,560$696,560 ▲New Holding1,7010.4%ETFPGProcter & Gamble$681,876$26,102 ▲4.0%4,6500.4%Consumer StaplesTRVTravelers Companies$672,124$285,554 ▼-29.8%2,0360.4%FinanceGDGeneral Dynamics$653,927$17,004 ▲2.7%1,8460.4%IndustrialsVCRVanguard Consumer Discretionary ETF$649,2510.0%1,6370.4%ETFVVVanguard Large-Cap ETF$621,4450.0%1,8070.3%ETFCVXChevron$619,445$33,815 ▲5.8%3,7370.3%EnergyVGTVanguard Information Technology ETF$594,217$520,000 ▲700.6%4,9720.3%ETFVRTXVertex Pharmaceuticals$587,632$14,902 ▲2.6%1,1830.3%HealthcareMCDMcDonald's$571,435$105,151 ▼-15.5%2,1140.3%Consumer DiscretionaryLAM RESEARCH CORP$567,229$567,229 ▲New Holding1,3090.3%COM NEWKRANESHARES TRUST$560,900$560,900 ▲New Holding11,9620.3%PUBLIC-PRIVATE AIVEiShares S&P 500 Value ETF$557,659$133,284 ▼-19.3%2,4560.3%ETFTE CONNECTIVITY PLC$552,411$122,377 ▲28.5%2,7400.3%ORD SHSBLACKROCK INC$549,179$15,389 ▲2.9%5710.3%COMCMICummins$544,179$544,179 ▲New Holding7630.3%IndustrialsGRMNGarmin$543,016$191,695 ▲54.6%2,2860.3%Consumer DiscretionaryXLUUtilities Select Sector SPDR Fund$539,546$113,350 ▲26.6%11,9000.3%ETFFIDUFidelity MSCI Industrials Index ETF$537,3960.0%5,3950.3%ETFUNPUnion Pacific$536,384$19,040 ▲3.7%1,9720.3%IndustrialsVWOVanguard FTSE Emerging Markets ETF$535,181$86,730 ▼-13.9%8,9660.3%ETFIUSBiShares Core Total USD Bond Market ETF$534,094$21,367 ▲4.2%11,5730.3%ETFGEGE Aerospace$531,070$531,070 ▲New Holding1,4210.3%IndustrialsNOWServiceNow$526,184$526,184 ▲New Holding5,3000.3%TechnologySHOPIFY INC$513,239$291,273 ▲131.2%4,4950.3%CL A SUB VTG SHSITOTiShares Core S&P Total U.S. Stock Market ETF$512,194$27,433 ▲5.7%3,1180.3%ETFMLMMartin Marietta Materials$507,159$293,102 ▲136.9%8790.3%MaterialsMDLZMondelez International$503,382$28,226 ▲5.9%8,7030.3%Consumer StaplesUBERUber Technologies$497,832$125,053 ▲33.5%6,8990.3%IndustrialsWECWEC Energy Group$496,506$120,156 ▲31.9%4,2520.3%UtilitiesDRIDarden Restaurants$494,218$13,391 ▲2.8%2,3990.3%Consumer DiscretionaryGWWW.W. Grainger$492,465$5,442 ▲1.1%3620.3%IndustrialsTRGPTarga Resources$491,232$175,632 ▼-26.3%1,8320.3%EnergyGLWCorning$490,681$176,758 ▼-26.5%1,9210.3%TechnologyPFEPfizer$490,221$184,068 ▲60.1%20,3580.3%HealthcareCRH PLC$481,072$5,885 ▼-1.2%4,4960.3%ORDISHARES TR$479,573$25,508 ▲5.6%9,3630.3%LONG TERM MUNIShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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